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A fresh look at year-end issues presentation

Member Price: Free
Non Member Price: $15.00

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Published on 01 Jun 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Aside from the usual year-end planning issues, this presentation highlights the things you need to add to your list in the light of recent changes to the law including:

  • new streaming issues and rules around CGT
  • things to do before 30 June and post-Budget
  • trust distributions: streaming dividends and capital gains
  • closely held trust issues and compliance at year-end: family trust elections, withholding tax
  • estate matters: capital vs income and life tenants.

Author profile

Stephen Holmes CTA
Photo of author, Stephen HOLMES Stephen Holmes, CTA is a Partner with WMS Chartered Accountants based on the Gold Coast. He has been practicing as an accountant since 1987 and has had a focus on tax since 1994. He specialises in all SME tax matters with a particular interest in the CGT small business concessions, tax effective restructures and Division 7A. Since 2011, Stephen has been a senior tax and superannuation trainer with CAANZ and has been instrumental in establishing dedicated tax training communities on both the Gold Coast and in Lismore for Northern NSW practitioners. He is passionate about tax education and assistance for regional accountants. He is also a regular speaker for other professional bodies including the Tax Institute. Stephen holds separate Masters degrees in both Taxation and Economics as well as a Bachelor of Business. More recently, he was awarded a Juris Doctor degree with first class honours from Bond University. - Current at 30 January 2025
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This was presented at 2012 Queensland Annual State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Voluntary disclosure: Reasonably arguable position

Author(s):  Arthur ATHANASIOU

Materials from this session:

Part IVA - Grappling with the problem of 'purpose'

Author(s):  Graeme COOPER

Materials from this session:

From audit to litigation: Get in front

Author(s):  Mark WEST

Materials from this session:

A fresh look at year-end issues

Author(s):  Stephen HOLMES

Materials from this session:

Interest or deduction?

Author(s):  Steven GRANT

Materials from this session:

Tax free pensions: The fine print

Author(s):  Lyn FORMICA

Materials from this session:

Judgement Day

Author(s):  Ross BURNS

Materials from this session:

Dealing with Division 7A disasters

Author(s):  Paul SOKOLOWSKI,  Kaitilin LOWDON

Materials from this session:

Further details about this event:

 

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